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  1. Clinical Trial Management
  2. Data model
Reference

The tables behind Clinical Trial Management

Clinical Trial Management ships with 15 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.

Tables
15
Features
6, plus shared settings
Change it
Add fields and tables in Proto

How the model is organised

Identity and access

Patients hold patient identity and assigned clinician; People links staff to Users. Care team assignments records patient-specific clinician access, and clinical privileges records professional standing.

Visits and evidence

Encounters links patient and clinician. Clinical notes, Observations, Specimens, pharmacy dispensations and Charges reference the encounter.

Patient follow-through

Consents, care tasks and Payments reference the patient. Care tasks also names an assignee in People.

Supporting rates

Exchange rates is a read-only effective-rate reference in this app.

Every table, by feature

Patients and Care Teams

4 tablesAbout this feature
  • Patients

    Patient identity and consent status

    Linked to People
  • Care team assignments

    Care team access assignments

    Linked to Patients, People
  • People

    Clinic staff and clinicians

    Linked to Users
  • Users

    Users

    Linked to Users

Clinician Privileges

3 tablesAbout this feature
  • Clinical privileges

    Verified clinician privileges

    Linked to People
  • People

    Clinic staff and clinicians

    Linked to Users
  • Care team assignments

    Care team access assignments

    Linked to Patients, People

Encounters

8 tablesAbout this feature
  • Encounters

    Patient visits and care episodes

    Linked to Patients, People
  • Patients

    Patient identity and consent status

    Linked to People
  • People

    Clinic staff and clinicians

    Linked to Users
  • Clinical notes

    Attributed clinical documentation

    Linked to Encounters, People
  • Observations

    Measured clinical observations

    Linked to Encounters, People
  • Specimens

    Lab specimens and their processing state

    Linked to Encounters
  • Pharmacy dispensations

    Medication dispensations with lot and quantity

    Linked to Encounters, People
  • Charges

    Service charges for encounters

    Linked to Encounters

Clinical Evidence

6 tablesAbout this feature
  • Clinical notes

    Attributed clinical documentation

    Linked to Encounters, People
  • Observations

    Measured clinical observations

    Linked to Encounters, People
  • Consents

    Purpose-specific patient consent

    Linked to Patients
  • Patients

    Patient identity and consent status

    Linked to People
  • Encounters

    Patient visits and care episodes

    Linked to Patients, People
  • People

    Clinic staff and clinicians

    Linked to Users

Specimens and Dispensing

4 tablesAbout this feature
  • Specimens

    Lab specimens and their processing state

    Linked to Encounters
  • Pharmacy dispensations

    Medication dispensations with lot and quantity

    Linked to Encounters, People
  • Encounters

    Patient visits and care episodes

    Linked to Patients, People
  • People

    Clinic staff and clinicians

    Linked to Users

Follow-up and Charges

6 tablesAbout this feature
  • Care tasks

    Follow-up care tasks

    Linked to Patients, People
  • Charges

    Service charges for encounters

    Linked to Encounters
  • Payments

    Patient payments received

    Linked to Patients
  • Patients

    Patient identity and consent status

    Linked to People
  • Encounters

    Patient visits and care episodes

    Linked to Patients, People
  • People

    Clinic staff and clinicians

    Linked to Users

Shared and settings

1 table
  • Exchange rates

    Read-only effective exchange rates for this app.

Keys and references

Use the patient number for human identity checks and the record references for relationships. An encounter belongs to one patient and names one clinician. The attached clinical evidence belongs to its encounter, while consent, care tasks and payments belong directly to the patient. People connects to Users for account identity; the effective dates on privileges and care-team assignments add timing to those relationships.

Migration order

  1. Users and People. Establish accounts and staff records before assigning clinicians or task owners.
  2. Patients. Bring patient numbers and assigned clinicians into the registry, checking duplicates before visits are linked.
  3. clinical privileges and care team assignments. Enter professional standing and patient-specific access with evidence and effective dates.
  4. Consents and Encounters. Bring purpose-specific documents and visit history against known patients.
  5. clinical notes, Observations, Specimens and pharmacy dispensations. Link clinical evidence to the correct encounter.
  6. care tasks, Charges and Payments. Add follow-up and financial records after their parent patient or encounter is present.

Set up Clinical Trial Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started